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Buckley Wealth Management’s Franklin Resources BEN Stock Holding History

Buckley Wealth Management’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,651
Closed -$202K – 162
2017
Q4 		$202K Buy
+4,651
New +$201K 0.1% 160

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Buckley Wealth Management's BEN Position: Q1 2018 in Review

Buckley Wealth Management sold out of Franklin Resources (BEN) in Q1 2018, closing a stake of 4,651 shares — an estimated $202K sold.

Buckley Wealth Management first reported a position in BEN in Q4 2017 and held it in 1 quarter. The position peaked at $202K in Q4 2017. 581 funds tracked by Wall St. Rank hold BEN as of Q1 2018.

  • Buckley Wealth Management reported no remaining Franklin Resources position as of Q1 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 4,651 Franklin Resources shares in Q1 2018, an estimated $202K.
  • Buckley Wealth Management first reported a position in Franklin Resources in Q4 2017 and held it in 1 quarter.
  • Buckley Wealth Management's Franklin Resources position peaked at $202K in Q4 2017.
  • 581 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2018.

Based on Buckley Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.